Thoroughbred Financial Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Thoroughbred Financial Services’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.18M	Buy	66,006 +10,232	+18%	+$882K	0.3%	75
2026 Q1	$4.24M	Buy	55,774 +5,532	+11%	+$427K	0.25%	88
2025 Q4	$3.62M	Buy	50,242 +4,462	+10%	+$325K	0.21%	98
2025 Q3	$3.37M	Buy	45,780 +3,118	+7%	+$220K	0.21%	106
2025 Q2	$2.9M	Buy	42,662 +11,539	+37%	+$736K	0.2%	110
2025 Q1	$1.95M	Buy	31,123 +6,422	+26%	+$422K	0.12%	174
2024 Q4	$1.63M	Buy	24,701 +1,794	+8%	+$123K	0.1%	191
2024 Q3	$1.52M	Buy	22,907 +8,962	+64%	+$570K	0.1%	192
2024 Q2	$837K	Buy	13,945 +5,681	+69%	+$339K	0.06%	297
2024 Q1	$498K	Sell	8,264 -133	-2%	-$7.59K	0.05%	290
2023 Q4	$475K	Buy	+8,397	New	+$421K	0.04%	366

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Thoroughbred Financial Services's XSMO Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 18% in Q2 2026, buying an estimated $882K and bringing the position to 66,006 shares worth $6.18M. The position accounts for 0.3% of the portfolio, ranked #75.

Thoroughbred Financial Services first reported a position in XSMO in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Thoroughbred Financial Services held 66,006 shares of Invesco S&P SmallCap Momentum ETF worth $6.18M as of Q2 2026.
Thoroughbred Financial Services bought 10,232 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $882K.
Invesco S&P SmallCap Momentum ETF made up 0.3% of Thoroughbred Financial Services's portfolio in Q2 2026, its #75 holding.
Thoroughbred Financial Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.